True Bearing Chartered Financial Planners

Success

The Customer

True Bearing is an award-winning Chartered firm of Independent Financial Advisors providing advice to individuals and companies across the UK.

The Challenge

The firm were previously operating on an end-of-life Avaya telephone system meaning they no longer had support and replacement parts were unavailable. True Bearing were looking for a hot-desking solution which would enable their employees to log in and out of different phones, depending on which desk they were working from each day.

The Solution

With their new Mitel MiVoice Office Phone system, True Bearing were granted free local and national telephone calls and hot desking abilities. The firm also implemented a quality control license which automatically scores the quality of staffs calls by recognising certain words and phrases in their conversations e.g. “Is there anything else I can help you with today?”. This lets heads of department know who their top performing employees are and can then pass these excellent call recordings to other employees to lead by example, enhancing client experience.

“True Bearing’s mission is to give Good Service and Good Advice. By embracing technology and implementing a new telephony solution provided by Matrix247 we continue to do just that. Utilising the call recording solution not only protects our clients, but it also keeps us up to date with legislation and satisfies our regulator. An added bonus is that our landline calls are provided at the expense of Matrix247!”

To see what Matrix247 can do for your firm, please email us or call our experienced team today on 0345 36 20 247.